AM Squared’s Xcel Energy XEL Stock Holding History

AM Squared’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,300	Closed	-$87.7K	–	166
2023 Q1	$87.7K	Buy	+1,300	New	+$87.7K	0.07%	106

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AM Squared's XEL Position: Q2 2023 in Review

AM Squared sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 1,300 shares — an estimated $87.7K sold.

AM Squared first reported a position in XEL in Q1 2023 and held it in 1 quarter. The position peaked at $87.7K in Q1 2023. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

AM Squared reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
AM Squared sold 1,300 Xcel Energy shares in Q2 2023, an estimated $87.7K.
AM Squared first reported a position in Xcel Energy in Q1 2023 and held it in 1 quarter.
AM Squared's Xcel Energy position peaked at $87.7K in Q1 2023.
961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on AM Squared's 13F filing for Q2 2023, filed 31 Jul 2023.